“Managing Family Office Wealth” Presentation
EFG Wealth Management [Bermuda], part of global private banking group EFG International, is set to host the second of a series of lunch presentations to an audience of investors at the Royal Bermuda Yacht Club, with the first one taking place today.
A local and international audience of investment professionals and clients will hear EFG’s latest investment advice to global families and their trusted advisors.
Moz Afzal, EFG’s Global Chief Investment Officer and Jerome Berset, EFG’s Head of Alternative Investments will be visiting the Island from London and Geneva respectively to provide Bermuda based investors with a global market update and EFG’s key convictions / investment themes at the mid-year mark.
The luncheon talk, “Managing Family Office Wealth” will be hosted by Michael Brace, CFA and Greg Soares, ACIB TEP of EFG’s Bermuda office.
Mr. Soares, a Client Relationship Officer of EFG, Bermuda said, “We are delighted to have Moz and Jerome back in Bermuda along with Jim Lee, CEO of Investment and Wealth Solutions at EFG International. Our Bermuda clients benefit tremendously hearing first hand from speakers of this calibre.”
EFG provides an all-round wealth management service, and is an international provider of actively managed investment products and services to sophisticated high net worth individuals, professional advisers and institutional investors. These encompass traditional equity and fixed income portfolios to sophisticated multi-asset strategies. EFG International had clients’ Assets under Management of CHF 84.2 billion at end-2014.
